Connect Breezy HR and Formstack Documents

Both apps 28Breezy HR 12Formstack Documents 16

• Trigger
  New Candidate

  Triggers when a new candidate is added to the selected position in Breezy HR.

• Trigger
  New Candidate in Stage

  Triggers when a candidate on the chosen position is in the chosen pipeline stage.

• Action
  Add candidate note

  Adds an internal team note to a candidate's activity stream on a position. The note is not visible to the candidate.

• Action
  Add position

  Creates a new position (job opening) in a Breezy HR company and returns the created position.

• Action
  Find candidates by criteria

  Returns candidates across the whole Breezy HR company that match a free-text search on name, email, phone, headline, tags, questionnaire answers, work history, education or position location.

• Action
  Get position

  Returns a single Breezy HR position with its full details, including name, type, state, location, department, description, application form and salary.

• Action
  List candidate activity

  Returns a candidate's activity stream on a position: stage moves, notes, interviews, documents, questionnaires and other events, newest first.

• Action
  List candidates

  Returns the candidates on a Breezy HR position, with each candidate's name, contact details, pipeline stage, source and score.

• Action
  List pipelines

  Returns the hiring pipelines configured for a Breezy HR company, including each pipeline's stages.

• Action
  List positions

  Returns the positions (job openings) in a Breezy HR company, optionally limited to one state such as published or draft.

• Action
  Update candidate stage

  Moves a candidate to a different stage in their position's hiring pipeline and returns the updated candidate.

• Action
  Update position

  Updates an existing Breezy HR position (job requisition). Only the details you fill in are changed; everything else on the position is left as it is.

• Trigger
  New Merged Document

  Triggers when a merged/populated document is created.

• Action
  Combine Files

  Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.

• Action
  Convert File to PDF

  Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.

• Action
  Copy Document

  Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.

• Action
  Create Data Route

  Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.

• Action
  Create Data Route Merge

  Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.

• Action
  Create Document

  Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.

• Action
  Delete Data Route

  Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.

• Action
  Delete Document

  Deletes a document template from Formstack Documents.

• Action
  Get Data Route

  Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.

• Action
  Get Document

  Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.

• Action
  Get Document Fields

  Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.

• Action
  List Data Routes

  Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.

• Action
  List Documents

  Returns your Formstack Documents templates, each with its name, type, output format and merge URL.

• Action
  Update Data Route

  Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.

• Action
  Update Document

  Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.